🤔 Mini QE Into 2026 & What It Means for Risk Assets

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They’ve already released some pretty cool crypto-themed games, and with football (not soccer) season back, their upcoming sportsbook couldn’t be dropping at a better time.

So if you fancy a punt, go have a play. Just remember, as always: gamble responsibly.

GM, the times of meme coping and wisdom quote posting are back.

November is officially here, and let’s hope it treats us better than October, which somehow managed to be the worst one since 2018. That’s saying a lot, considering 2018 was basically crypto’s Vietnam.

As for November, it’s historically one of the best months for Bitcoin. Will the tradition hold this time, though? There’s certainly a chance, but we need to see a few conditions hold.

As for BTC, a good start would be holding above $107.3k from here, and especially above $103k if things get messier. Below those levels, $100k likely gets swiped, and then we start asking whether $98k holds, or we see Bitcoin head down to the low 90s. What isn’t exactly helpful for the bulls is the monthly bearish divergence, as explained here.

When it comes to ETH, it needs to hold this red line of destiny.

Overall, things are looking bearish, at least in the short term. The main question everyone’s asking is: “Is this really the end of the cycle?” Personally, I still don’t believe so.

From the macro point of view, yes, we’re likely closer to the end than the beginning. However, it’s hard to see a real market top forming while global liquidity continues to break new highs, and while very precise counter indicators, such as Mr. Kiyosaki, are calling for a financial Doomsday.

I remain optimistic (for now). We’ve got the Fed announcing the end of quantitative tightening for December 1st, and there are rumors about a lil “QE not QE” coming right after. According to Michael Howell, the next round of mini QE (don’t expect full-on QE infinity anytime soon) should support risk assets into 2026.

The problem (for us) is that the Fed now focuses on the real economy rather than financial markets. Unfortunately, as we know, the system is retarded: positive economical data are not good for risk assets, and vice versa.

Some of the biggest of big weeks are ahead, so stay tuned and watch the levels.

When it comes to altcoins, they won’t run properly (except outliers like SEDA, RAIL etc) until BTC and ETH get their mojo back. Nevertheless, watch for TOTAL3 reaction from here. Simply put, the real action comes back above all-time highs, but for now, let’s hope it holds right around here.

To summarize, I wouldn’t rush. This wide market reset might take a while, possibly even until the end of the year. Protect yourself, survive, and we’ll push the pedal properly once the right time comes. Stay tuned.

Got questions, opinions, or feel like having a chat about the market? Hop in Hix0n’s Hideout free Discord channel and join the crew!

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The important bits.

• Kyan introduces Kyanite Krystals, here’s how to earn them

• SEDA tokenomics explained in a new video, watch here

• PumpFun publishes new banner, sparking airdrop speculations, see here

• PumpFun is pivoting to ICM with Spotlight, read here

• HyperEVM has increased its gas limit from 2M to 3M, read here

• Hyperliquid unlocks are starting November 29th, details here

• Phygitals add basketball cards into their offering, get rewarded here

• Virtuals announces Butler Perp Trading on X, read here

• Ether.Fi announces fiat transfers, read here

• Berachain network got halted due to the Balancer exploit, read here

Even more important bits.

• Trump says he “knows nothing about CZ’s pardon”, read here

• DeFi protocol Balancer potentially exploited, see here 

• Nasdaq Exchanges & Canary Capital Group feature Mog Coin at the closing bell, see here

• A federal judge has thrown out Logan Paul’s 'CryptoZoo' lawsuit, read here

• Polymarket discussed in the new Elon Musk / Joe Rogan podcast, listen here

• The ECB is shilling the digital Euro again in a new video, watch here

• SBF claims FTX was never insolvent, read here

• 21Shares files for Hyperliquid ETF,

Charts and stats of the day.

• Hyperliquid is losing market share behind Aster and Lighter, stats here

• Less than 7% of the global population is invested in crypto, read here

• 1999 Pokémon 1st Edition set graded in all PSA 10’s just sold for a record $911,629, see here

• Chance of Hyperliquid conducting a $HYPE airdrop this year rises to 39%, read here

• Crypto ETF products saw large end-of-month outflows, see here

Don’t miss out on the daily blocmates news bulletin with Gaz! Tune in here.

Telemetry data of the day.

PumpFun + Heaven + Bonk trending tokens for the last 24h:

If you want to access more of this type of data and trade freshly graduated tokens on PumpFun of Bonk, visit Telemetry here (it`s free).

Long your Pokémon conviction at TROVE.

If you noticed the news above, you’re aware that Pokémon cards are on an absolute tear since 2020. In just five years, these 1999 graded sets pumped from $120,000 all the way to $911,000.

Similar movements are happening around CS:GO skins, One Piece cards, you name it. Obviously, it would be sweet to get exposure to this onchain. That’s where TROVE comes in with their HIP-3 markets:

As the Pokémon / RWA collectible meta develops, I think this project is the one to watch. For now, it’s possible to join the beta here (request an access code while signing up).

• Roots (Onchain financial network)

• Ducat (Bitcoin-native stablecoin) - Reached $500m TVL

• Strata (Structured yield products on Ethena)

• Folks Finance (Crosschain DeFi)

• Liquid Estate (Tokenized estate on Hyperliquid)

• Full list of new HIP-3 projects

To save you doom scrolling.

At times like these, it’s essential to remember that, in the end, bulls always win. Survive first, long later.

Although the markets may be tough for a while, there are still things to look forward to.

For example, suppose you’re allocated and ready for the MegaETH launch. In that case, there’s going to be plenty of opportunity to play the ecosystem and qualify for MEGA airdrop, and also the next Fluffle NFT round.

We’ll update on this as we go. I’m bullish MegaETH and hoping to see this one succeed.

stay safe homies,

Hix0n 🫡